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Activest Wealth Management’s Citigroup C Stock Holding History

Activest Wealth Management’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$169K Sell
1,209
-463
-28% -$60.3K 0.03% 130
2026
Q1 		$190K Buy
1,672
+228
+16% +$26K 0.03% 160
2025
Q4 		$169K Buy
1,444
+272
+23% +$28.2K 0.03% 167
2025
Q3 		$119K Buy
1,172
+254
+28% +$24.1K 0.02% 165
2025
Q2 		$78.1K Sell
918
-322
-26% -$23.3K 0.02% 159
2025
Q1 		$88K Buy
1,240
+9
+0.7% +$686 0.02% 144
2024
Q4 		$86.6K Sell
1,231
-1,619
-57% -$109K 0.02% 134
2024
Q3 		$178K Buy
2,850
+981
+52% +$60.7K 0.06% 84
2024
Q2 		$119K Sell
1,869
-1,380
-42% -$85.1K 0.04% 117
2024
Q1 		$205K Sell
3,249
-499
-13% -$27.8K 0.1% 62
2023
Q4 		$193K Buy
3,748
+500
+15% +$22.1K 0.11% 48
2023
Q3 		$134K Buy
3,248
+2,800
+625% +$123K 0.08% 51
2023
Q2 		$29K Hold
448
– – 0.02% 113
2023
Q1 		$22.5K Buy
+448
New +$22K 0.01% 122
2022
Q3 		– Sell
-442
Closed -$20K – 459
2022
Q2 		$20K Hold
442
– – 0.01% 152
2022
Q1 		$24K Hold
442
– – 0.02% 150
2021
Q4 		$27K Sell
442
-557
-56% -$37K 0.02% 142
2021
Q3 		$70K Buy
999
+922
+1,197% +$64.4K 0.05% 101
2021
Q2 		$5K Sell
77
-556
-88% -$41.1K ﹤0.01% 257
2021
Q1 		$46K Buy
+633
New +$42.3K 0.04% 102

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Activest Wealth Management's C Position: Q2 2026 in Review

Activest Wealth Management reduced its Citigroup (C) stake by 28% in Q2 2026, selling an estimated $60.3K and leaving 1,209 shares worth $169K. The position accounts for 0.03% of the portfolio, ranked #130.

Activest Wealth Management first reported a position in C in Q1 2021 and has held it in 20 quarters since. The position peaked at $205K in Q1 2024. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Activest Wealth Management held 1,209 shares of Citigroup worth $169K as of Q2 2026.
  • Activest Wealth Management sold 463 Citigroup shares in Q2 2026, an estimated $60.3K.
  • Citigroup made up 0.03% of Activest Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Activest Wealth Management first reported a position in Citigroup in Q1 2021 and has held it in 20 quarters since.
  • Activest Wealth Management's Citigroup position peaked at $205K in Q1 2024.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.